A complete list of active advisors currently associated with Campbell Financial Advisory, LLC

Warmer can help you find a great advisor at Campbell Financial Advisory, LLC or one who fits your needs even better.

Campbell Financial Advisory, LLC is an independent registered investment adviser that provides discretionary and non-discretionary asset management, financial planning, and consulting to individual clients and retirement plans; the firm reports managing roughly $6.3 million for about 31 clients. In addition to ongoing portfolio management and planning, the firm conducts public seminars and workshops and offers insurance products through the owner’s separate insurance business. The firm tailors strategies to clients’ stated goals, time horizons, and risk tolerance, using fundamental, technical, and cyclical analysis and conducting regular (typically quarterly) account reviews; clients may impose written restrictions and may choose discretionary or non-discretionary arrangements. For implementation, the adviser may engage sub‑advisors, assign third‑party model portfolios available through a model marketplace, and recommends a digital custodian platform for trade execution. What distinguishes the firm from many peers is the combination of services beyond typical individual portfolio management: it provides limited‑scope ERISA 3(21) retirement‑plan advisory services, runs free educational seminars for the public, and the owner is a licensed insurance agent who may offer commissionable insurance products. The brochure discloses these potential conflicts of interest and describes mitigation through client disclosures, written procedures, and the firm’s fiduciary obligations while allowing clients the option to obtain products elsewhere.

To learn more about the advisors currently working at Campbell Financial Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.